TWI790093B - CRM System Data Storage and Search Method and Device - Google Patents

Abstract

The present invention is a data storage and search method and its device for a CRM system, which are used for a plurality of users to respectively register an account and generate a user's unique value corresponding to each account, so as to limit a data storage relationship and a data search range. Based on the unique value of the user, implement and store at least one customer data and generate a corresponding unique customer value, and based on the unique value of the customer, implement and store at least one visit information and generate a corresponding visit The unique value is sequentially bound to the above values and data and stored in an associative database and imported into a Solr search engine. Aggregate at least one search condition input and bind a search token and the user's unique value to form a search request, so that the relational database and the Solr search engine can feed back a search result based on the user's unique value.

Description

Data storage and search method and device of CRM system

The present invention relates to a CRM system, in particular to a data storage and search method and device for a CRM system.

A CRM system is a management system for the interaction between an enterprise and existing customers and potential customers. It conducts all aspects of customer information through channels such as the company's official website, telephone, email, online chat, marketing activities, sales personnel and social networks. After collecting and accumulating, through the analysis of data, the enterprise can improve the understanding and mastery of customer attributes, thereby maximizing the increase of enterprise sales revenue and improving customer retention rate. Therefore, CRM systems are widely used in business sales, marketing promotion and customer service industries. Taking the insurance industry as an example, the operating competitiveness of an insurance company includes not only product advantages and corporate image, but also the management of customer information by grassroots salesmen. capabilities and application capabilities. However, at present, after the policyholder's information is filed and stored in the CRM system by the salesman or other relevant administrative personnel, grassroots salesmen rarely directly operate the CRM system to query customer information. Therefore, when policyholders change their personal information, if they directly Handling through telephone customer service, service center, official website or APP often puts salesmen in an unknown situation and cannot grasp the latest news, so that alienated customers with less interaction may miss business opportunities due to omissions.

Furthermore, due to the limitation of the database format of the CRM system, policyholder information is often limited to restricted words. Even if the salesperson uses the CRM system to search for information, the search results may be omitted or inaccurate because they are not used to the standard words. As a result, even if the system collects a huge amount of policyholder information, it is still difficult to be searched and used by grassroots salesmen, and the effect is limited. With this in mind, how to use the Solr search engine to improve the setting structure between the salesman's APP and the CRM system so that the salesman can build, edit and query customer information at any time, so as to improve the lack of the above-mentioned conventional technology and improve business The perfection of tools and the speed and accuracy of data search, thereby improving the quality of business services and business expansion capabilities, are the subjects to be explored in this invention.

In view of the above problems, the purpose of the present invention is to provide a data storage and search method and device for a CRM system, which is to import the data created by the user into the Solr search engine in addition to storing it in the relational database , so as to improve the breadth and flexibility of search keywords, and accordingly to improve the speed of data search.

In order to achieve the above purpose, the present invention discloses a data storage and search method of a CRM system, which is used for multiple users to manage and search at least one customer data on an electronic device, which includes: these users register an account respectively In addition, a unique user value corresponding to each account is generated, and after these users log in with their respective accounts, the subsequent execution actions will simultaneously bring in the unique value of the user corresponding to each account to limit a data Storage relationship and a data search scope; wherein, the data storage step includes: these users construct and store at least one customer data based on the user's unique value and generate a corresponding customer unique value; On the basis of unique values, build and store at least one visit information and generate a corresponding unique visit value; among them, the unique value of the user, the unique value of the visit, and the unique value of the customer are all in GUID encoding format; and bound in sequence The user's unique value, the customer's unique value corresponding to the user's unique value, and the visit's unique value corresponding to the user's unique value are further stored in a relational database after being concatenated with the customer data and the visit information And import into a Solr search engine to complete the data storage action.

Moreover, the data search step includes: when the user logs in the corresponding account through the electronic device, check the unique value of the user corresponding to the account and feed back a corresponding search token (Token); the user enters at least When a search condition is determined and the search token is valid, the search condition is combined and the search token and the user's unique value are combined to form a search request; and the search request is sent to the associated database and the Solr search engine, the relational database and the Solr search engine feed back a search result based on the unique value of the user to complete the data search action.

Wherein, the visit information includes at least one sound file, and the sound file is converted into a text file through a sound-to-text module and stored together with the sound file. The access information includes at least one image file, and the image file is converted into a text file through an optical recognition module and stored together with the image file. The customer data includes the customer's name, birthday, company name, E-mail, mobile phone and custom labels; the visit information includes the content of the visit, the date of the visit and the purpose of the visit. The customer data further includes at least one policy information that has been insured, and the policy information is analyzed by an analysis module to form a recommended policy list.

In addition, the second object of the present invention is to disclose a data storage and search device for a CRM system, which is used for multiple users to manage and search at least one customer data on an electronic device, which includes: a registration module, which is located in the When a user registers an account separately, a user unique value corresponding to each account is generated, and after the users log in with their respective accounts, the subsequent execution actions will be synchronously brought into the user corresponding to each account A unique value, to limit a data storage relationship and a data search scope; a building module, which is telecommunications to connect the registration module, a relational database and a Solr search engine, and the building module is for these users On the basis of the user's unique value, when the establishment stores at least one customer data, a corresponding customer unique value is generated, and on the basis of the customer's unique value, the establishment module is used for establishment to store at least one visit information and Also generate a corresponding visit unique value; the building module binds the user unique value, the customer unique value corresponding to the user unique value, and the visit unique value corresponding to the user unique value in sequence, and then communicates with the customer After the data and the visit information are concatenated, they are further stored in the relational database and imported into the Solr search engine to complete the data storage action; among them, the unique value of the user, the unique value of the visit, and the unique value of the customer All adopt the GUID encoding format; and a search module, which connects the registration module, the relational database and the Solr search engine by telecommunication, when the user logs in the corresponding account through the electronic device, the search module Check the unique value of the user corresponding to the account and feed back a corresponding search token (Token), and when the user enters at least one search condition, the search module judges the validity of the search token for the When the search token is valid, aggregate the search conditions and bind the search token and the user's unique value to form a search request; the search module sends the search request to the relational database and the Solr search engine, and The relational database and the Solr search engine feed back a search result based on the unique value of the user to complete the data search action.

Wherein, the construction module includes a sound-to-text module; the visit information includes at least one sound file, and the sound file is converted into a text file through the sound-to-text module and stored simultaneously with the sound file. The building module includes an optical identification module; the access information includes at least one image file, and the image file is converted into a text file through the optical identification module and stored simultaneously with the image file. The customer data includes the customer's name, birthday, company name, E-mail, mobile phone and custom labels; the visit information includes the content of the visit, the date of the visit and the purpose of the visit. The construction module includes an analysis module; the customer data further includes at least one policy information that has been insured, so that the policy information can be analyzed by the analysis module to form a list of recommended policies.

In summary, the present invention enables the customer data and the visit information to be directly imported into the Solr search engine to form a data search pattern similar to the concept of no database, so that the Solr search engine has a rich query language and Adopt the characteristics of full-text search to improve the data search speed and breadth of the overall system. At the same time, use the user's unique value to limit the data search results to the customer-related data previously constructed by the user, so as to improve the direct usability of the search results and save the user's time spent on filtering data by himself, and furthermore, Avoid competition disputes caused by peeping each other's customer information among the users.

In order to enable those skilled in the art to clearly understand the content of the present invention, the following descriptions are provided together with the drawings for your reference.

Please refer to Figures 1, 2A, and 2B, which are respectively a structural diagram and a flow chart of a preferred embodiment of the present invention. As shown in the figure, the data storage and search device 1 of the CRM system is for multiple users to manage and search at least one customer data on an electronic device (not shown), which includes a registration module 10, a built-in Module 11 and a search module 12, the building module 11 includes a sound-to-text module 110 and an optical recognition module 111. The registration module 10 is telecommunications connected to the construction module 11 and the search module 12, the construction module 11 and the search module 12 are respectively telecommunications connected to a relational database 2 and a Solr search engine 3, and the The data storage and search method of the data storage and search device 1 may include the following steps.

Step S10, when these users respectively register an account, the registration module 10 generates a user unique value 100 corresponding to each of the accounts, and after the users respectively log in with their respective accounts, its subsequent execution The actions are all synchronously brought in the unique value 100 of the user corresponding to each account to limit a data storage relationship and a data search range. Step S11, on the basis of the user's unique value 100, the construction module 11 stores at least one customer data 112 in these user settings, such as the customer's name, birthday, company name, E-mail, mobile phone and self When ordering labels, etc., a corresponding customer unique value 113 is generated, and step S110, based on the customer unique value 113, the building module 11 is used for building and storing at least one visit information 114, such as visit content and visit date and visit purpose, etc. and generate a corresponding visit unique value 115 in addition.

Step S12, the construction module 11 binds the user unique value 100, the customer unique value 113 corresponding to the user unique value 100, and the visit unique value 115 corresponding to the user unique value 100, and then communicates with the customer After the data 112 and the visit information 114 are concatenated, they are further stored in the relational database 2 and imported into the Solr search engine 3 to complete the data storage action; wherein, the unique value of the user is 100, and the unique value of the customer is 100. 113. The visit unique value 115 adopts GUID encoding format, and the visit information 114 can include at least one audio file, and the audio file is converted into a text file through the audio-to-text module 110 and stored simultaneously with the audio file, or , the access information 114 may include at least one image file, and the image file is further converted into a text file through the optical recognition module 111 and stored together with the image file.

When the user logs in the corresponding account through the electronic device, step S13 , the search module 12 checks the user's unique value 100 corresponding to the account and feeds back a corresponding search token (Token) 120 . Step S14, when the user inputs at least one search condition 121, the search module 12 determines whether the search token 120 is valid or not. If the search token 120 is valid, step S15, the search module 12 assembles the search criteria 121 and binds the search token 120 and the user unique value 100 to form a search request 122, and sends the search request 122 to The relational database 2 and the Solr search engine 3 . In step S16, the relational database 2 and the Solr search engine 3 feed back a search result based on the user's unique value 100 to complete the data search action. Incidentally, the search condition 121 can be more standard words, such as position, year of birth, or address, county, etc., or it can be user-defined label terms with more random specifications, such as people from a certain county, city, The rich second generation or like outdoors, etc., and the search module 12 can further include AI artificial intelligence to perform AI search, so that the search request 122 can automatically extend the meaning of the search condition 121 in addition to the vocabulary input by the user or other related terms to generate the search request 122, such as the user input: year of birth 79, then the search request 122 can automatically cover query words such as the 70s, 80s, Y generation, strawberry family and new people; If the user inputs: like outdoors, the search query 122 can automatically include query words such as camping expert, bicycle round the island, iron man or fitness magician.

In this embodiment, the data storage and search device 1 of the CRM system can be used in industries such as insurance industry, financial industry, real estate industry or other business operations. Taking the insurance industry as an example, please refer to Figures 3-6 again. When an insurance salesman contacts a customer, he can use the account to log in and enter the system interface to use the building module 11 to create or modify the customer data 112 related to the customer, and fill in the customer step by step When the basic information, customer tags, company information, and financial status of a customer are constructed, the building module 11 will more briefly display the customer data 112 corresponding to the customer, especially the custom label, in a customer list In the interface 116, the insurance salesperson can quickly grasp the relevant information of the customer when browsing the information quickly. Moreover, the customer data 112 may further include at least one policy information 1120 that has been insured, and the building module 11 may include an analysis module 117 for automatically analyzing the policy information 1100 through the analysis module 117 to form A list of recommended insurance policies for insurance salesmen to easily assist customers in checking the scope of insurance and provide the best insurance options to improve service satisfaction. In addition, when an insurance salesman visits a customer, he can build such visit information 114 in the form of text, audio or video in the customer information interface, and can add subjective or objective information at will according to the visit process and visit impressions. Visit the tab to facilitate the subsequent search for data, and you can quickly search for the most accurate demand data by quickly entering keywords. Then, if the insurance salesperson wants to promote a new insurance product, he can directly input the search criteria 121 on the interface of the search module 12, so as to quickly obtain the search results 30 of all relevant customer information, so as to improve marketing The effect of the convenience and accuracy of planning.

However, the above-mentioned ones are only preferred embodiments of the present invention, and are not used to limit the scope of the present invention; therefore, equivalent changes and modifications made without departing from the spirit and scope of the present invention should be covered by within the patent scope of the present invention.

1: Data storage and search device 10: Register the module 100: user unique value 11: Building modules 110: Audio-to-text module 111: Optical identification module 112:Customer data 1120: policy information 113: customer unique value 114:Visit information 115: Visit unique value 116: Customer list interface 117: Analysis module 12: Search module 120:Search token 121:Search criteria 122: Search request 2: Relational database 3: Solr search engine 30:Search Results S10～S16: Steps

Fig. 1 is a structural diagram of a preferred embodiment of the present invention. Figures 2A and 2B are flow charts of a preferred embodiment of the present invention. Figure 3 is a schematic diagram (1) of the building module interface of the second preferred embodiment of the present invention. Figure 4 is a schematic diagram (2) of the building module interface of the second preferred embodiment of the present invention. Fig. 5 is a schematic diagram (3) of the building module interface of the second preferred embodiment of the present invention. Fig. 6 is a schematic diagram (4) of the building module interface of the second preferred embodiment of the present invention. Fig. 7 is a schematic diagram of the search module interface of the second preferred embodiment of the present invention.

S10~S16: Steps

Claims (10)

A data storage and search method of a CRM system is provided for multiple users to manage and search at least one customer data on an electronic device, which includes: These users register an account separately and generate a user unique value corresponding to each account, and after these users log in with their respective accounts, their subsequent execution actions will be synchronously brought into the corresponding to each account The unique value of the user is used to limit a data storage relationship and a data search range; wherein, the data storage steps include: Based on the user's unique value, these users set up and store at least one customer data and generate a corresponding customer unique value; On the basis of the customer unique value, construct and store at least one visit information and generate a corresponding visit unique value; wherein, the user unique value, the visit unique value, and the customer unique value are all in GUID encoding format; and Sequentially bind the user's unique value, the customer's unique value corresponding to the user's unique value, and the visit's unique value corresponding to the user's unique value, and then concatenate with the customer data and the visit information, and further store them in a relational database and import into a Solr search engine for data storage; and The data search steps include: When the user logs in the corresponding account through the electronic device, check the user's unique value corresponding to the account and return a corresponding search token (Token); When the user inputs at least one search condition and judges that the search token is valid, aggregate the search conditions and bind the search token and the user's unique value to form a search request; and Send the search request to the relational database and the Solr search engine, and the relational database and the Solr search engine feed back a search result based on the unique value of the user to complete the data search action. The data storage and search method of the CRM system as described in Claim 1, wherein the visit information includes at least one audio file, and the audio file is further converted into a text file through an audio-to-text module and stored simultaneously with the audio file enter. The data storage and search method of the CRM system as described in Claim 1, wherein the access information includes at least one image file, and the image file is converted into a text file through an optical recognition module and stored simultaneously with the image file . The data storage and search method of the CRM system as described in any one of claims 1 to 3, wherein the customer data includes the customer's name, birthday, company name, E-mail, mobile phone and custom label; the visit information It includes the content of the visit, the date of the visit and the purpose of the visit. The data storage and search method of the CRM system as described in Claim 4, wherein the customer data further includes at least one policy information that has been insured, and an analysis module analyzes the policy information to form a recommended policy list. A data storage and search device of a CRM system is used for multiple users to manage and search at least one customer data on an electronic device, which includes: A registration module, which generates a user-unique value corresponding to each account when these users register an account respectively, and after these users log in with their respective accounts, its subsequent execution actions are all synchronously brought in The unique value of the user corresponding to each account to limit a data storage relationship and a data search scope; A building module, telecommunications linking the registration module, a relational database and a Solr search engine, the building module for the users to set up and store at least one customer based on the unique value of the user When data is generated, a corresponding unique value of the customer is generated, and based on the unique value of the customer, the construction module is used to store at least one visit information and generate a corresponding unique value of the visit; the construction module depends on Binding the user's unique value, the customer's unique value corresponding to the user's unique value, and the visit's unique value corresponding to the user's unique value, and then concatenated with the customer data and the visit information, and further stored in the association type database and import it into the Solr search engine to complete the data storage action; wherein, the unique value of the user, the unique value of the visit, and the unique value of the customer are all in GUID encoding format; and A search module, which connects the registration module, the relational database and the Solr search engine by telecommunications. When the user logs in the corresponding account through the electronic device, the search module checks the account corresponding to the The user uniquely values and returns a corresponding search token (Token), and when the user enters at least one search condition, the search module judges the validity of the search token, and when the search token is valid, collects Bind the search token and the unique value of the user to form a search request by adjusting the search criteria; the search module sends the search request to the relational database and the Solr search engine, and the relational database and the Solr search engine The Solr search engine feeds back a search result based on the user's unique value to complete the data search action. The data storage and search device of the CRM system as described in Claim 6, wherein the building module includes a sound-to-text module; the visit information includes at least one sound file, and the sound file is converted through the sound to text The module is converted into a text file and saved at the same time as the sound file. The data storage and search device of the CRM system as described in Claim 6, wherein, the building module includes an optical identification module; the access information includes at least one image file, and the image file passes through the optical identification module The group is converted into a text file and saved at the same time as the image file. The data storage and search device of the CRM system as described in any one of claims 6-8, wherein the customer data includes the customer's name, birthday, company name, E-mail, mobile phone and custom label; the visit information It includes the content of the visit, the date of the visit and the purpose of the visit. The data storage and search device of the CRM system as described in Claim 9, wherein the construction module includes an analysis module; the customer data further includes at least one insurance policy information that has been insured, so as to be analyzed through the analysis module The policy information forms a recommended policy list.

Images